Wealth Management Client Services Associate

RBC Capital Markets, LLC; New Jersey; On-site; USD 50,000 - 77,000; Full time

Benefits offered by this job

Total rewards program with benefits

401(k) matching

Health, dental, vision, life insurance

Paid time off

Coaching and development opportunities

Dynamic, collaborative team

Job summary

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast-paced environment.

You'll apply strong communication, attention to detail, and regulatory awareness to help advisors grow their business. Training and development opportunities accompany a comprehensive benefits package.

Qualifications

• Strong interpersonal and communication skills with clients and advisors.
• Attention to detail with documentation and compliance.
• Ability to adapt in a rapidly changing financial services environment.

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

Skills

Client Service

Verbal & Written Communication

Organizational Skills

Attention to Detail

Problem Solving

Adaptability

Relationship Building

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast-paced environment.

You'll apply strong communication, attention to detail, and regulatory awareness to help advisors grow their business. Training and development opportunities accompany a comprehensive benefits package.